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Search results

  1. K

    Micron Doom and Gloom

    "The company said that the industry is experiencing the “most severe imbalance between supply and demand in both DRAM and NAND in the last 13 years.” Did Micron just pour cold water on the entire semiconductor industry? Cutting 10% of workforce, massive drop in demand, losing money and will...
  2. K

    Intel Close to Buying Tower Semiconductor

    https://www.wsj.com/articles/intel-near-roughly-6-billion-deal-to-buy-tower-semiconductor-11644876391 Intel Corp. INTC -0.10% is close to a deal to buy Israeli chip company Tower Semiconductor Ltd. TSEM -1.98% for nearly $6 billion, according to people familiar with the matter, in its latest...
  3. K

    TSMC 5nm+ volume production Q420

    TSMC is on a roll if they really start 5nm+ production in Q4.... just in time for new mobile phone launches at CES/WMC. Supposedly AMD will be a fast follower on this node as well which bodes poorly for Intel's process game. =============== Digitimes Article TSMC to move 5nm Plus process to...
  4. K

    Taiwan Semiconductor Expected to Announce Arizona Factory as soon as Friday per WSJ

    Taiwan Semiconductor Manufacturing Co., TSM 2.32% the world’s largest contract manufacturer of silicon chips, is set to announce plans to build an advanced chip factory in Arizona as U.S. concerns grow about dependence on Asia for the critical technology. The plans come as the Trump...
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